Banca Sales Jobs

We are seeking an Area Business Manager in Chennai, India, who will be responsible for driving business growth and managing a dedicated team. The ideal candidate will have 2 to 8 years of relevant experience and a graduate degree.Key responsibilities include managing a sales team to achieve targets, ensuring effective communication of strategies, and building strong customer relationships. You will analyze market trends to identify opportunities and develop plans to enter new markets. Overseeing day-to-day operations and ensuring the team adheres to company policies will also be part of your role. Additionally, you will prepare regular reports on sales performance and provide insights for strategic decisions.Successful candidates should possess strong leadership skills to guide and motivate a sales team. You need to have excellent interpersonal and communication abilities to interact with clients and stakeholders. A good understanding of sales management principles and market analysis is crucial. Must have a results-driven approach with a track record of achieving sales goals. The ability to work collaboratively and adapt to changing market conditions will be key to your success in this role. A proactive mindset combined with effective problem-solving skills will enhance your effectiveness in driving business targets.

Meet Jewellery shop owners and sell them Insurance Policies through field visits. Sell them Jewellery Insurance and cross sale Mediclaim and Motor Insurance Call prospective clients from the database. Obtain policy copies from the client. Work on RenewalsReal time entry in the Mobile app software and real time updates in the Daily Feed back group. Working hours 10.30 to 7.30 Monday to Saturday. - Fixed monthly salary + sales based Incentives

Join our team as an Insurance Sales Officer in Chennai, India. As a key member of our team, you will be responsible for selling insurance products to clients. Your key responsibilities include proactively reaching out to potential customers, explaining the benefits of various insurance policies, and closing sales deals. Additionally, you will be required to maintain client records and follow up on leads to ensure a high level of customer service. The ideal candidate should have a graduate degree and at least 0-3 years of experience in sales, preferably in the insurance industry. Strong communication and negotiation skills are essential for this role, along with the ability to work well in a team environment. We are looking for a motivated and results-driven individual who is willing to go the extra mile to achieve sales targets and provide excellent service to our clients.

Key Responsibilities:1. Manage and nurture key relationships with clients: The key relationship manager will be responsible for developing and maintaining strong relationships with clients to ensure client satisfaction and loyalty.2. Drive sales and revenue growth: The role involves driving sales and revenue growth by identifying opportunities and cross-selling products to existing clients.3. Provide expert advice on insurance and financial products: The key relationship manager will be expected to have a deep understanding of insurance, life insurance, banking, and other related products to provide valuable advice to clients.4. Collaborate with internal teams: This role requires working closely with internal teams such as sales, marketing, and product development to ensure seamless service delivery to clients.5. Monitor market trends and competition: Stay updated on market trends and competition to identify potential threats or opportunities for the business.Required Skills and Expectations:1. Minimum 1-5 years of experience in insurance, sales, banking, or related fields.2. Strong communication and interpersonal skills to effectively interact with clients and internal teams.3. Excellent problem-solving abilities and attention to detail.4. Proven track record of achieving sales targets and driving revenue growth.5. A self-motivated individual who can work independently and as part of a team to meet goals and targets.

Min 1 Year experience in Life insurance Banca channel

JOB DESCRIPTIONRole - CSMChannel - BancassuranceLocation - Mumbai What are we looking for?We're looking for a Corporate Sales Manager to drive sales targets by maintaining positive relationships with channel partners and HDFC Life teams in an allocated territory.What does the job entail?Engage and nurture relationships with channel partners to achieve business targets.Design and execute a sales plan to help the team gain the maximum mindshare of distributors, thereby meeting targets and increasing market share within the channel.Review the team's progress against the plan and provide guidance to help them succeed and grow in their careers.Ensure desired sales behavior in the team by using the digital sales management process.Maintain quality and persistency of the business.Work Experience6+ years of total sales experience, with at least 2 years of team management experience.Experience in the BFSI (Banking, Financial Services, and Insurance) industry is preferred.Essential QualificationA bachelor's degree in any field.Preferred Skills :Strong skills in sales planning, team management, and a high achievement drive.

Ensure sales & service support within the cluster assigned viz. closing sales calls,aiding in completion of documentation, facilitating pre-insurance medicalexamination, scrutiny of the proposal papers so as to minimize the turnaroundtime in policy issuance Facilitating renewal premium collections and customer service. Sales Management - Keeping records of daily activities, leads generated andclosed, and special programs such as Bima Bazaars, branch meetings Ensuring that SUDs brand and its products get continually promoted Promoting the brand image of the Company and implementing all initiatives ofthe Company related to brand building exercises, as well as maintainingexcellent relationship with the bank personnel Arranging exhibitions, customer meets, cluster meets etc. in consultation withthe supervising officials Providing daily MIS/ daily report of performance to ones supervising officials.

Roles and Responsibilities:To turn leads generated from various channels into loans.Help clients over the phone in loan applications processLiaise with credit managerMinimum 1 year experience in microfinance / personal loans.Skillset requirement:Experience of the software used in the industryGood communication skills in both English and HindiIf you interested share me your CVhrcps9@gmail.com8370014003

Key Responsibilities:Build and maintain strong relationships with bank branch staff to generate insurance business.Drive sales of life insurance products through assigned bank branches.Ensure achievement of monthly/quarterly/annual sales targets.Train and motivate bank branch staff on insurance products, processes, and sales techniques.Identify potential customers from the bank database and assist in lead generation.Conduct regular branch visits, customer meetings, and sales calls.Handle queries, provide post-sales service, and ensure customer satisfaction.Ensure compliance with regulatory and company guidelines.Key Skills & CompetenciesGood communication and interpersonal skills.Strong sales orientation and customer handling ability.Ability to influence and build relationships with bank staff.Self-motivated and target-driven.Knowledge of life insurance products preferred.Qualifications & ExperienceGraduate / Post-Graduate (Any Stream).1 - 5 years of experience in sales (preferably BFSI sector).

1. Sales Achievement personality. 2. Lead Generation.3. Handle Pressure.4. Building Strong Relationship with Clients.5. Ability to Development and Implement strategies.6. Result Oriented.7. Strongly Informed Social Activities.8. Sales & Marketing Trends values.

Recruit the team of advisors. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling.For more information Call OR WhatsApp: 9904195437 HR Khushi

Dear candidates ,We are hiring for Banca Channel.Role & responsibilitiesResponsible for managing overall business for assigned (4-5 branches) Responsible to establish productive, professional relationship with personnel of assigned business vertical.Responsible for all customer servicing and customer retention activities for the assigned business verticals.Responsible to drive business through credit life /group initiatives to achieve monthly, quarterly & yearly business targetsResponsible for business tracking, analyzing and reporting business results at desired and periodic intervals to reporting authority.Responsible for compliant business practices and ensuring that employees of business vertical comply with ethical business practices for Insurance salesResponsible to maintain high channel satisfaction ratings that meet company standardsIndustry Type: InsuranceDepartment: Sales & Business DevelopmentEmployment Type: Full Time, PermanentRole Category: BD / Pre SalesEducationUG: Any GraduateExperience required: minimum 1 year in life insuranceCTC: upro 6lpa + IncentiveKindly mail on Skywingsadvisors9@gmail.com & contact on 7302599921RegardsJyoti Verma

Direct marketing insurance sales Reliance life insurance company

Banca channel Job description - Job description :- Work on assigned leads (given by Nationalize Banks) and generate referrals from every visit that's made to customer- Achieve sales targets as assigned by the organization month-on-month basis- Cross sell and up sales Life Insurance products based on the life cycle needs of the customers and as defined by the organization.- Meeting the customers to solicit insurance products based on appointments in the course of daily activities- Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis- Strict adherence to organizations policies and processes.- Provide accurate forecasts, updates and requested reports to reportingmanager

The Candidate will be assigned or tagged under 2 to 3 Branches of Bank. The candidate should work along with the Branch Manager and Team members of Bank and promote the Customers of Bank.The candidate prime responsibility should build good relationship with the Branch Managers and Team members ofthe Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generatemaximum revenue for Tata life insurance.

1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner.2. Set and monitor clear objectives to achieve the agreed sales targets for the partners.3. Help partners to generate and track leads, close sales.4. Help partners to upsell and cross sell to customers basis need analysis5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times6. Take regular feedback from partners and customers on satisfaction on selling process and products7. Review Sales plan of the partner and support their growth.

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.

We are inviting you to apply for an exciting career in sales with one of the Market Leaders in the Insurance Industry.Job Summary:Direct customer service and sales to existing customers through relationship building. The existing Customer database will be provided by the company (called the Book of Relations- BoR)Key Responsibilities:Establishing and strengthening relationships with the allocated customer base.Ensure retention of customers in his/her allocated Book of Relations (existing customer database)Act as a single point of contact for customers for any customer query/complaintFix self appointments from the given customer database as per the campaignFocus on cross-sell & up-sell opportunities in allocated customers.For more information contact us directly

1.Sales achievement personality 2. Leads generation negotiate with leads and close the deal 3.Handle pressure 4.Building strong relationship with clients 5.ability to develope and implement strategies 6. Result oriented 7.Strongly informed social activities,sales &marketing trends, values.

We are Urgently Looking for Relationship Manager (sell Life Insurance)

Required - Growth Officer-BANCA - Any degree,BFSI,NBFC

We have vacant of 10 Development Manager Jobs in Thrissur Experience Required : 1 Year Educational Qualification : B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Ed, BAMS, Bachelor of Hotel Management, B.E, Other Bachelor Degree Skill sales, insurance, agency, banca, selling, sell etc.

Dear Candidate ,We are hiring for Bancassurance Channel.Profile - Business development managerJob description: - Sales: Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from company's product range, gain customer agreement to purchase, accurately complete sales documentation.customers and getting leads from bank Employees.Converting those leads Based on customer.Requirements Doing joint calls with bank employeeLeads provided by the bank from the database.CTC 3.25 to 4.25Lpa + Incentive; onroll jobRegardsJyoti Verma

Dear Candidate ,We are hiring for Bancassurance Channel.Profile - Business development managerJob description: - Sales: Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from company's product range, gain customer agreement to purchase, accurately complete sales documentation.customers and getting leads from bank Employees.Converting those leads Based on customer.Requirements Doing joint calls with bank employeeLeads provided by the bank from the database.CTC 3.25 to 4.25Lpa + Incentive; onroll jobRegardsJyoti Verma

Dear Candidateswe are hiring for the leading life insurance company. Channel - BancaJob Responsibility- Responsible for Business Target achievement through assigned Banca partnersbranches.Responsible for managing overall business for assigned area whichinvolves business development, sales, relationship management, operational andtraining support, identifying new business opportunities and meeting overall targetassigned on new business.Responsible to establish productive, professional relationship with key personnel of assignedbranches of partners branches.Responsible for all operations, customer servicing and customer retention activities forthe assigned branches of partners branches.Requirements- 1 yearQualification- Min GraduationAge - 22 to 38CTC : 3.5 LPARegardsJyoti Verma

ABH is responsible for Training, hand holding the team and build relationship with thedistributor. He / She will also be responsible for achieving the sales target and maintainquality service standards.Campaign Management Daily morning huddle & day end review with the team on all running campaigns. Set the tone and asking rate for the day in the morning huddle. Ensure Call back are attended by the team. Ensure confirmed appointments are scheduled for the field. Daily Monitor ANI/CFR till closed therefore, ensuring 80% Login to issuance. Ensure seamless execution of ongoing campaigns.Telephonic Sales & Service Conversion Should always be on the floor. Should actively listen to the calls and barge in if necessary: for effective delivery bythe caller. Give regular feedback and inputs to the caller for bettering the call quality. Should ensure Call Quality is never compromised.Target Orientation Should always be abreast of the current business situation like no. Of leads,conversion %, business numbers, call numbers.Training Regular training to be imparted to the team. To clearly analyse from the calls/data of the caller if call opening/closure is aproblem and lead by example.Team Management and Sales target achievement Ensure excellent handholding to maximize productivity. Ensure and demonstrate supportive behaviour to the team. Ensure and demonstrate supportive behaviour with other functions in theorganisation.

Key Responsibilities:Develop and nurture strong relationships with bank branch managers, relationship managers, and other key stakeholders.Collaborate with the bank to identify cross-selling opportunities for insurance products.Create and execute strategies to grow the banca channel business and expand market penetration.Achieve sales targets and ensure continuous revenue growth through the banca channel.Conduct regular training and product knowledge sessions for bank staff to ensure effective product promotion.Monitor and analyze sales performance, adjusting strategies to meet business goals.Manage key accounts and provide personalized service to bank clients looking to purchase insurance products.Act as the primary point of contact for high-net-worth customers (if applicable).Ensure that all customer queries and issues are handled in a timely and efficient manner.

Key Responsibilities:Develop and nurture strong relationships with bank branch managers, relationship managers, and other key stakeholders.Collaborate with the bank to identify cross-selling opportunities for insurance products.Create and execute strategies to grow the banca channel business and expand market penetration.Achieve sales targets and ensure continuous revenue growth through the banca channel.Conduct regular training and product knowledge sessions for bank staff to ensure effective product promotion.Monitor and analyze sales performance, adjusting strategies to meet business goals.Manage key accounts and provide personalized service to bank clients looking to purchase insurance products.Act as the primary point of contact for high-net-worth customers (if applicable).Ensure that all customer queries and issues are handled in a timely and efficient manner.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Life Insurance.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Direct channel (Life Insurance) experience preferable

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.